The Market Logic of Silicone Oil: Price Stratification and Supply Demand Dynamics
The price of silicone oil shows significant stratification characteristics:


Cost driven: Dimethyl dichlorosilane accounts for 70% of the cost of silicone oil, and its upstream chloromethane price fluctuations directly affect the pricing of silicone oil.
Technological premium: Innovative processes such as nanomodification and graphene composites enhance product added value, driving up the price of high-end silicone oil.
Market supply and demand: By 2025, the use of silane gas in photovoltaic N-type batteries will increase by 50% compared to P-type batteries, driving the growth of demand for thermal conductive silicone oil products such as thermal grease.
Industry trend: With the increasing demand for material performance in fields such as new energy and semiconductors, the market share of high-end modified silicone oil will continue to expand, while basic silicone oil will consolidate its position as an industrial commodity through cost optimization.